Why Use Alma Vale Wealth Management Ltd

Skills

Will is a Chartered Wealth Manager and Certified Financial Planner™. This is a Level 7 qualification, the highest currently available and which is only held by a small number of advisers in the UK.

Cashflow Planning and Retirement Modelling

We look at your assets, income and spending patterns and assess them against your long-term goals to give you a visual representation of how the future looks. We can model different scenarios to help with retirement planning, income drawdown strategies and Inheritance Tax mitigation. We want to make sure that you know how your finances will look 5, 10, and 20 years into the future, and what you can do to improve the picture.

Tax and Small Business and expertise

Our joint venture with a firm of accountants in the early years gave us a strong understanding of the challenges faced by small business owners, and the tax regulations that they need to comply with.

Location

Our office is in leafy Stoke Bishop in the suburbs of Bristol, easily accessible with plenty of local on-street parking. No having to go into town for a meeting!

Flexibility for your meetings

We have a lovely office if you’d like to see us here, but we’re equally happy to do meetings on Zoom if you’d like to do meetings from the comfort of your house. We’re also happy to come and see you at home if you prefer.  

A joined-up approach

As more and more families are dragged into Inheritance Tax under new legislation that will make estate administration much more complicated for personal representatives, a comprehensive service that can manage and service various assets together will become invaluable in the years to come.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.